Edit Employee Information

Edit employee details, credentials, teams and sites.  

Note: Employee Permissions information will integrate from the Administration section > Permission Groups page. Make all Permissions edits there. 

Edit Details
Edit Credentials
Edit Team 
Edit Sites

Access the Employees section from the Pinnacle menu.

 

Access Employee Information

• Access Employee details from the the Employees - All Sites page.

1. There are two ways to access the Employee Details page:
   • Click employee First Name, Last Name.
   • Click Edit Link from the Actions column.
2. Click tabs to access desired employee information: Details, Credentials, Team, Sties and Performance.
   
   

 

Edit Details 

1. Click Details tab.
2. General and Contact information display. Edit as needed.
3. Click Save.
   
   

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Edit Credentials

Click here to Add Credential - Employees.

1. Click Credentials tab. Credentials for employee display.
2. Click Edit from the Actions menu or click on the credential title. 
3. Credential screen displays.  Edit information as needed.
4. Click Save.
   
   

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Edit Team

Click here to Assign Team.

Note: Only the Start Date and EndDate can be edited once a team is assigned. 

1. Click Team tab. Team connections for employee display.
2. Click Edit from the Actions menu.
3. EditTeam Member modal displays.
4. Edit Start Date and End Date as needed.
5. Click Save.
   • Click Cancel to cancel action and return to Team page.
     
     

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Edit Sites

Click here to Assign Site.

1. Click Sites tab. All assigned sites for employee display.
2. Click Unassign from the Actions menu.
3. Modal displays to confirm and unassign the site. 
4. Click Yes to unassign the site.
   • Click No to cancel action and return to the Sites page.
     
     

Note: Click these links for more information on managing Employees.
Employees - Overview
Add Employee
Delete or Deactivate Employee
Reset Password
Add Credential - Employees
Delete Credential - Employees
Assign and Unassign Team
Contact Card
Edit Team
Assign and Unassign Site
View Session Performance

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